Freshdesk Omni
Freshdesk Omni is a unified customer service software that combines email, chat, phone, and social media into one interface to help you deliver fast and personalized support experiences.
Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | Freshdesk Omni | Insightly |
|---|---|---|
| Website | freshworks.com | insightly.com |
| Pricing Model | Freemium | Freemium |
| Starting Price | Free | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✓ Has free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2010 | 2009 |
| Headquarters | San Mateo, USA | San Francisco, USA |
Overview
Freshdesk Omni
Freshdesk Omni helps you manage all your customer conversations from a single, unified screen. Instead of jumping between tabs for email, WhatsApp, and phone calls, you can see every interaction in one place. This setup ensures your team has the full context of a customer's history, allowing you to provide faster and more accurate answers without asking people to repeat themselves.
You can automate routine tasks like ticket routing and status updates using built-in AI bots and workflow rules. The platform is designed for businesses of all sizes, from small teams needing a simple inbox to large enterprises requiring advanced routing and global support capabilities. It scales with your growth, offering a free tier for getting started and robust paid plans for high-volume support teams.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Overview
Freshdesk Omni Features
- Unified Agent Desktop Handle email, chat, and phone calls from a single interface so you never lose track of a customer conversation.
- Omnichannel Routing Automatically assign tickets to the right agents based on their skills, workload, and the urgency of the customer's request.
- AI-Powered Chatbots Deploy Freddy AI bots to answer common questions instantly and free up your team for more complex issues.
- Collaborative Ticketing Loop in teammates from other departments to solve complex tickets faster without leaving the support platform.
- Real-time Analytics Monitor team performance and customer satisfaction with live dashboards that show you exactly where to improve.
- Self-Service Portal Build a comprehensive knowledge base so your customers can find answers themselves at any time of day.
Insightly Features
- Relationship Linking. Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pricing Comparison
Freshdesk Omni Pricing
- Up to 10 agents
- Integrated ticketing
- Knowledge base
- Ticket trend reports
- Social media integration
- 24x7 email support
- Everything in Free, plus:
- Automation rules
- Custom ticket views
- SLA management
- Marketplace apps
- Custom SSL
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pros & Cons
Freshdesk Omni
Pros
- Intuitive interface that agents learn in minutes
- Excellent mobile app for managing tickets remotely
- Strong automation rules save hours of manual work
- Unified view prevents duplicate responses to customers
Cons
- Advanced reporting requires higher-tier paid plans
- Initial setup of AI bots can be time-consuming
- Customization options are limited on the free version
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription